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What is Polaris PSA?

Polaris self-driving professional services automation (PSA) utilizes advanced technology to analyze real-time data, offering insights that help maintain project schedules, manage resource distribution, and ensure financial stability. The integration of MissionControl within Polaris PSA allows users to instantly access all vital metrics necessary for effective task oversight. This integration centralizes project specifics, financial data, and resource insights into one easily navigable platform. By leveraging an updated, real-time view of operations, you can maintain control and make timely adjustments when needed. The ability to utilize both historical and current data enables swift responsiveness to changes and facilitates informed decision-making on the fly. Establishing a transparent framework and methodology is essential for effectively managing projects, resources, and finances, while also implementing standardized processes and workflows across your organization. Achieving cohesion among team members is vital for consistent execution and promoting growth, made possible by the adaptable PSA software. Furthermore, this forward-thinking approach not only boosts operational efficiency but also equips organizations to adeptly handle the intricacies of project management in a constantly shifting environment. Ultimately, the strategic use of this technology empowers teams to collaborate more effectively, leading to better outcomes and success.

What is CloudBlue PSA?

Envision an all-encompassing platform that eradicates handoffs, eliminates the need for data re-entry, and mitigates the risk of using outdated information, ensuring that every detail is accounted for. This professional services automation (PSA) software emphasizes process automation, requiring user engagement solely for activities that add value rather than for administrative tasks. By providing the essential data for insightful business systems analysis, it enhances your decision-making capabilities. The cloud-based PSA solution is crafted to be adaptable, meeting your specific needs seamlessly. With our free mobile applications available for both Android and Apple devices, you can conveniently access CloudBlue PSA anytime and anywhere. Improve your customer service experience with a high-quality service desk that empowers your services organization to reach its utmost potential. CloudBlue PSA boasts fully customizable Kanban boards that extend across the entire system, encompassing everything from Sales to Finance. Core business processes can be visualized quickly, whether for sharing with teams or keeping confidential, based on your discretion. With updates aligned with process changes, you can confidently rely on the information being accurate and current, which fosters a more productive working atmosphere. This innovative solution not only revolutionizes the management of your professional services but also simplifies and enhances efficiency like never before, ensuring that you stay ahead in a competitive landscape.

Media

Media

Integrations Supported

QuickBooks Online
Slack
Xero
Asana
Box
Facebook
GitHub
Google Calendar
HubSpot Marketing Hub
JD Edwards EnterpriseOne
MYOB AccountRight
Microsoft SharePoint
Namely
SAP Concur
Salesforce
Unbounce
Workday Extend
Wrike
Zendesk

Integrations Supported

QuickBooks Online
Slack
Xero
Asana
Box
Facebook
GitHub
Google Calendar
HubSpot Marketing Hub
JD Edwards EnterpriseOne
MYOB AccountRight
Microsoft SharePoint
Namely
SAP Concur
Salesforce
Unbounce
Workday Extend
Wrike
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Polaris

Date Founded

1996

Company Location

United States

Company Website

www.replicon.com/polaris-psa/professional-services-automation-software/

Company Facts

Organization Name

CloudBlue PSA

Date Founded

2007

Company Location

United Kingdom

Company Website

www.cloudbluepsa.com

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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